Coquina Private Wealth LLC
Position in BAC — Bank Of America Corp /De/
CIK 2103792
PORT CHARLOTTE, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,025
+$28,063 QoQ
Shares Held
6,336
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,782
of 3,594 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Coquina Private Wealth LLC holds $2,868,450 across 3 Banks - Diversified names. BAC ranks #2 (12.6% of the industry book) .
All Filings in BAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,025 | 6,336 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $332,962 | 6,830 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $397,320 | 7,224 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||